Search results for “clientengagement”

#modeling #riskassessment #clientengagement

#NorthAmerica

Solutions-oriented technology leader with an entrepreneurial spirit. Seasoned information technology executive with 20+ years of experience in strategic roles, often at the intersection of IT and new

#advisors #wealthtech #clientengagement #clientexperience #voiceoftheclient

#Northamerica

Julie Littlechild is the founder and CEO of Absolute Engagement, providing engagement technology that empowers advisors to drive engagement at scale by revealing and responding to the needs of prospec

#businessdevelopment #clientengagement #projectmanagement #teamleadership

#Europe

Recent Master's Degree student in International Management with a proven track record of business development, client engagement, project management, account management, and team leadership.

#clientengagement #relationshipmanagement

#Northamerica

Molly Coyne is Vice President for Client Engagement at Executive Financial Services in Memphis, Tennessee where she manages all client relationships and marketing efforts, focusing on streamlining all